Open Account

Opening an account is easy! After reading the Summary Prospectus or Prospectus, complete and return the forms for the type of account you desire (below). Send it with your investment check to Volumetric Fund. We will send you a transaction statement the next business day.

 
Nothing on website is intended as a solicitation or offer for the sale of investment products.  Eligibility to participate in Volumetric Fund's opportunities varies from state to state, and is prohibited in some jurisdictions.

Select the Type of Account to Open

Regular Account
(non-retirement)
Individual, Joint , Uniform Gifts to Minors (UGMA), Trust, Business Accounts
Retirement Account
IRA Account
(Traditional, Roth or SEP)
SIMPLE Business Account
Transfer In: If you are transferring your retirement account into Volumetric Fund, from another retirement account, please also complete this additional form:
Educational Saving Account
Coverdell Education Savings Account (ESA)

Mail completed form(s) with your personal or business check made out to: Volumetric Fund, Inc.

Volumetric Fund, Inc.

c/o Ultimus Fund Solutions, LLC

PO Box 541150

Omaha, NE 68154

 

 

Via Overnight Delivery

Volumetric Fund, Inc.

c/o Ultimus Fund Solutions, LLC

4221 N. 203rd Street, Suite 100

Elkhorn, NE 68022

US Patriot Act - To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Therefore, when opening an account you must provide your name, address, date of birth, and other information that will allow us to identify you. All information must be completed and will be verified as required by the USA Patriot Act.

 

Account Forms

When opening or making changes to your account you will need to include the appropriate form(s) above. To insure proper processing, all forms should be mailed or faxed to:

    Volumetric Fund, Inc.

    c/o Ultimus Fund Solutions, LLC

    PO Box 541150

    Omaha, NE 68154

    Fax: 402-963-9094

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-541-FUND. Distributed by Ultimus Fund Distributors, LLC. (Member FINRA)